Create a Cloud engagement

Create a Cloud engagement

On question: Does the Cloud engagement already exist? Select:
  1. Yes choose the Entities Cloud engagement to transfer data to if the engagement exists.
  2. Or No which will prompt navigation to the CaseWare Cloud to create an engagement file if it doesn't exist.


In Cloud select the client entity to launch the Entities profile


Scroll down to Engagements, click New and select the engagement type


Return to the CloudBridge, change “Does the Cloud engagement already exist?” to Yes and click Refresh on Choose Cloud engagement and select the newly created file to continue with the data transfer.


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